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Glenn Christensen

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  1. 4 votes

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    Glenn Christensen commented  · 

    You can do this. Click on the icon in the top right to access your profile settings and then under Calendar you will see the ability to set business hours and the day you want to be the start of the week.

  2. 9 votes

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    Glenn Christensen commented  · 

    We need the ability to add custom fields on an estimates such as a product color, payment terms or some other detail that can be either optional or mandatory (so the sales rep doesn't forget). That field should also be possible to be added to the estimate that the customer sees. It should also carry over to the work order and invoice with the option to make it visible to the customer.

    You can add a "special note" or an 'internal note" but it needs to function more like the work order fields.

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  3. 36 votes

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    Glenn Christensen supported this idea  · 
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    Glenn Christensen commented  · 

    Why is this not an available option yet? It only makes sense and it is even more important since, for some unknown reason, you can't delete a company document once you email it to someone. Why is that? It's not like the recipient is clicking a link to see the document. At least if we had an option to place documents into folders we could create an "archived" folder to stick all the old outdated company documents.

  4. 16 votes

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  5. 35 votes

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    Glenn Christensen commented  · 

    It's too bad this still hasn't made it to the top of the list for improvements. Be nice to know how much of each product is spoken for by pulling a report of products on open work orders. It's be nice to be able to pull a report of all of the completed work orders that included a certain product to provide to customers.

    The only current option is to use the custom work order fields to manually enter a product name that can be used when filtering reports. It's okay for one product but too much work for more than that.

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    Glenn Christensen commented  · 

    This is another "no brainer" report that really should be available. Doesn't seem like it would be too difficult to add it

    Glenn Christensen supported this idea  · 
  6. 19 votes

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    Glenn Christensen commented  · 

    Definitely need to be able to add a photo of the product when adding the "Product or Service" so a customer knows what they are getting. It should then show up automatically when creating an estimate and also be able to be deleted if not needed.

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  7. 7 votes

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    Glenn Christensen supported this idea  · 
  8. 21 votes

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    Glenn Christensen supported this idea  · 
  9. 9 votes

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    Glenn Christensen supported this idea  · 
  10. 31 votes

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    Viewed  ·  3 comments  ·  Communication » Email  ·  Admin →
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    Glenn Christensen commented  · 

    I 100% agree with this. At the very least it would be nice to be able to change it to something more personal sounding even if everyone had to use the same message. As the email appears now you are sending an minimal email that includes an attachment and a link from a strange looking email address. I'm sure many people would view it as spam.

    Glenn Christensen supported this idea  · 
  11. 14 votes

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    Glenn Christensen commented  · 

    Agreed. We use a work order report to track the work ahead of us. Any communication with the customer regarding scheduling would be better/easier to track by adding a note to the work order that could show on the report (we have it on the dashboard). Only current option is to add it as an internal note to the work order itself which is an additional step and ends up on the printed work order

    Glenn Christensen supported this idea  · 
  12. 37 votes

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    Certainly something that we’ve discussed. At the moment we haven’t had too many requests for this, but I’m sure this would be a consideration for our template builder improvements in the future.

    Glenn Christensen supported this idea  · 
  13. 15 votes

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    Glenn Christensen shared this idea  · 
  14. 29 votes

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    Glenn Christensen supported this idea  · 
  15. 17 votes

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    Glenn Christensen supported this idea  · 
  16. 24 votes

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    Glenn Christensen supported this idea  · 
  17. 27 votes

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    Glenn Christensen supported this idea  · 
  18. 20 votes

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    Viewed  ·  4 comments  ·  Communication » Email  ·  Admin →
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    Glenn Christensen supported this idea  · 
  19. 20 votes

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    Glenn Christensen commented  · 

    It would be nice to have. Right now the only workable option is to create a second contact and then relate it to the first contact. Then whenever you email one contact you have the ability to chose the second contact's email as well. We have to do it with our contractors that have multiple project managers.

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  20. 28 votes

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    You can already upload video in the web app just like you would a photo, but you do have to download it from off the web in order to view it.

    We are looking into video upload from mobile and viewing those videos from both mobile and the web.

    Glenn Christensen supported this idea  · 
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